Coinbase Exchange / Prime / INTX / Derivatives (HMAC)
Coinbase Exchange, Prime, International Exchange (INTX), and Derivatives Exchange (CDE).
Authentication
This connector uses Token-based authentication.
info
Set up your connection in the Abstra Console before using it in your workflows.
How to use
Using the Smart Chat
Execute the action "CHOOSE_ONE_ACTION_BELOW" from my connector "YOUR_CONNECTOR_NAME" using the params "PARAMS_HERE".
Using the Web Editor
from abstra.connectors import run_connection_action
result = run_connection_action(
connection_name="your_connection_name",
action_name="your_action_name",
params={
"param1": "value1",
"param2": "value2"
})
Available Actions
This connector provides 304 actions:
| Action | Purpose | Parameters |
|---|---|---|
| exchange/get_accounts | Get a list of trading accounts from the profile of the API key. | No parameters |
| exchange/get_accounts_by_account_id | Information for a single account. Use this endpoint when you know the account_id. API key must belong to the same profile as the account. | account_id (string) required |
| exchange/get_accounts_by_account_id_holds | List the holds of an account that belong to the same profile as the API key. Holds are placed on an account for any active orders or pending withdraw requests. As an order is filled, the hold amount is updated. If an order is canceled, any remaining hold is removed. For withdrawals, the hold is removed after it is completed. | account_id (string) required before (string) after (string) limit (integer) |
| exchange/get_accounts_by_account_id_ledger | Lists ledger activity for an account. This includes anything that would affect the accounts balance - transfers, trades, fees, etc. | account_id (string) required start_date (string) end_date (string) before (string) after (string) limit (integer) profile_id (string) |
| exchange/get_accounts_by_account_id_transfers | Lists past withdrawals and deposits for an account. | account_id (string) required before (string) after (string) limit (integer) type (string) |
| exchange/get_address_book | Get all addresses stored in the address book. | No parameters |
| exchange/post_address_book | Add new addresses to address book | data: { . addresses (array) } (object) required |
| exchange/delete_address_book_by_id | Delete address from address book | id (string) required |
| exchange/get_coinbase_accounts | Gets all the user's available Coinbase wallets These are the wallets/accounts that are used for buying and selling on www.coinbase.com | No parameters |
| exchange/post_coinbase_accounts_by_account_id_addresses | Generates a one-time crypto address for depositing crypto. | account_id (string) required data: { . account_id (string) . profile_id (string) . network (string) } (object) required |
| exchange/get_conversions | Gets all currency conversions i.e. USD - USDC for a given profile | profile_id (string) before (string) after (string) limit (integer) |
| exchange/post_conversions | Converts funds from from currency to to currency. Funds are converted on the from account in the profile_id profile. | data: { . profile_id (string) . from (string) . to (string) . amount (string) . nonce (string) } (object) required |
| exchange/get_conversions_fees | Gets a list of current conversion fee rates and trailing 30 day volume by currency pair | No parameters |
| exchange/get_conversions_by_conversion_id | Gets a currency conversion by id i.e. USD - USDC. | conversion_id (string) required profile_id (string) |
| exchange/get_currencies | Gets a list of all known currencies. Note: Not all currencies may be currently in use for trading. | No parameters |
| exchange/get_currencies_by_currency_id | Gets a single currency by id. | currency_id (string) required |
| exchange/post_deposits_coinbase_account | Deposits funds from a www.coinbase.com wallet to the specified profile_id. | data: { . coinbase_account_id (string) . amount (string) . currency (string) } (object) required |
| exchange/post_deposits_payment_method | Deposits funds from a linked external payment method to the specified profile_id. | data: { . amount (string) . payment_method_id (string) . currency (string) } (object) required |
| exchange/get_fees | Get fees rates and 30 days trailing volume. | No parameters |
| exchange/get_fills | Get a list of fills. A fill is a partial or complete match on a specific order. | order_id (string) product_id (string) limit (integer) before (string) after (string) market_type (string) start_date (string) end_date (string) |
| exchange/get_loans | Accepts zero or more loan IDs as input. If no loan IDs are specified, it returns all loans for the user. Otherwise it returns only the loan IDs specified. | ids (string) |
| exchange/get_loans_assets | Get a list of lendable assets, a map of assets we accept as collateral for loans, and the haircut weight. | No parameters |
| exchange/get_loans_interest | List summaries of interest owed by asset | No parameters |
| exchange/get_loans_interest_history_by_loan_id | List interest rate history for a loan | loan_id (string) required |
| exchange/get_loans_interest_by_loan_id | List interest charges for a loan | loan_id (string) required |
| exchange/get_loans_lending_overview | This API summarizes lending for a given client. It calculates the overall loan balance, collateral level, and amounts available to borrow. It also returns any withdrawal restrictions in force on the client. | No parameters |
| exchange/get_loans_loan_preview | This API is similar to lending-overview but is used to preview the results of opening a new loan. The values returned in the preview response take the existing loans, collateral and the potential change being previewed into account. Note the preview request accepts native currency amounts as input. | currency (string) native_amount (string) |
| exchange/post_loans_open | This API triggers a loan open request. Funding is not necessarily instantaneous and there is no SLA. You are notified when funds have settled in your Exchange account. Loan open requests, once initiated, cannot be canceled. | data: { . loan_id (string) . currency (string) . native_amount (string) . interest_rate (string) . term_start_date (string) . term_end_date (string) . profile_id (string) } (object) required |
| exchange/get_loans_options | Get available currencies and interest rates for new loans. All amounts returned by this API are notional values i.e., USD. | No parameters |
| exchange/post_loans_repay_interest | Submit an interest repayment for a loan. | data: { . idem (string) . from_profile_id (string) . currency (string) . native_amount (string) } (object) required |
| exchange/post_loans_repay_principal | Submit a principal repayment for a loan. | data: { . loan_id (string) . idem (string) . from_profile_id (string) . currency (string) . native_amount (string) } (object) required |
| exchange/get_loans_repayment_preview | Preview the results of a loan principal repayment. | loan_id (string) currency (string) native_amount (string) |
| exchange/get_margin_auto_loan | Get the setting to automatically initiate loans to meet margin calls with Coinbase affiliates in accordance with the Lending Agreement and Side Letter | No parameters |
| exchange/post_margin_auto_loan | Automatically initiate loans to meet margin calls with Coinbase affiliates in accordance with the Lending Agreement and Side Letter | data: { . auto_loan (boolean) } (object) required |
| exchange/get_margin_usdc | Get the USDC to USD auto conversion setting to meet margin calls with eligible Coinbase Affiliate | No parameters |
| exchange/post_margin_usdc | Set the USDC to USD auto conversion to meet margin calls with eligible Coinbase Affiliate | data: { . enabled (boolean) } (object) required |
| exchange/get_orders | List your current open orders. Only open or un-settled orders are returned by default. As soon as an order is no longer open and settled, it will no longer appear in the default request. Open orders may change state between the request and the response depending on market conditions. | profile_id (string) product_id (string) sortedBy (string) sorting (string) start_date (string) end_date (string) before (string) after (string) limit (integer) required status (array) required market_type (string) |
| exchange/delete_orders | With best effort, cancel all open orders. This may require you to make the request multiple times until all of the open orders are deleted. | profile_id (string) product_id (string) |
| exchange/post_orders | Create an order. You can place two types of orders: limit and market. Orders can only be placed if your account has sufficient funds. Once an order is placed, your account funds will be put on hold for the duration of the order. How much and which funds are put on hold depends on the order type and parameters specified. | data: { . profile_id (string) . type (string) . side (string) . product_id (string) . stp (string) . stop (string) . stop_price (string) . price (string) . size (string) . funds (string) . time_in_force (string) . cancel_after (string) . post_only (boolean) . client_oid (string) . max_floor (string) . stop_limit_price (string) } (object) required |
| exchange/get_orders_by_order_id | Get a single order by id. | order_id (string) required market_type (string) |
| exchange/delete_orders_by_order_id | Cancel a single open order by id. | order_id (string) required profile_id (string) product_id (string) |
| exchange/get_payment_methods | Gets a list of the user's linked payment methods. | No parameters |
| exchange/get_products | Gets a list of available currency pairs for trading. | type (string) |
| exchange/get_products_volume_summary | Gets 30day and 24hour volume for all products and market types | No parameters |
| exchange/get_products_by_product_id | Get information on a single product. | product_id (string) required |
| exchange/get_products_by_product_id_book | Get a list of open orders for a product. The amount of detail shown can be customized with the level parameter. | product_id (string) required level (integer) |
| exchange/get_products_by_product_id_candles | Historic rates for a product. Rates are returned in grouped buckets. Candle schema is of the form timestamp, price_low, price_high, price_open, price_close | product_id (string) required granularity (string) start (string) end (string) |
| exchange/get_products_by_product_id_stats | Gets 30day and 24hour stats for a product. | product_id (string) required |
| exchange/get_products_by_product_id_ticker | Gets snapshot information about the last trade tick, best bid/ask and 24h volume. | product_id (string) required |
| exchange/get_products_by_product_id_trades | Gets a list the latest trades for a product. | product_id (string) required limit (integer) before (string) after (string) |
| exchange/get_profiles | Gets a list of all of the current user's profiles. | active (boolean) |
| exchange/post_profiles | Create a new profile. Will fail if no name is provided or if user already has max number of profiles. | data: { . name (string) } (object) required |
| exchange/post_profiles_transfer | Transfer an amount of currency from one profile to another. | data: { . from (string) . to (string) . currency (string) . amount (string) } (object) required |
| exchange/get_profiles_by_profile_id | Information for a single profile. Use this endpoint when you know the profile_id. | profile_id (string) required active (boolean) |
| exchange/put_profiles_by_profile_id | Rename a profile. Names 'default' and 'margin' are reserved. | profile_id (string) required data: { . profile_id (string) . name (string) } (object) required |
| exchange/put_profiles_by_profile_id_deactivate | Deletes the profile specified by profile_id and transfers all funds to the profile specified by to. Fails if there are any open orders on the profile to be deleted. | profile_id (string) required data: { . profile_id (string) . to (string) } (object) required |
| exchange/get_reports | Gets a list of all user generated reports. | profile_id (string) after (string) limit (integer) type (string) ignore_expired (boolean) |
| exchange/post_reports | Generates a report. You can create reports with historical data for all report types. Balance reports balance-reports can be snapshots of historical or current data. | data: { . type (string) . year (string) . format (string) . email (string) . profile_id (string) . balance (object) . fills (object) . account (object) . otc_fills (object) . tax_invoice (object) . rfq_fills (object) } (object) required |
| exchange/get_reports_by_report_id | Get a specific report by report_id. | report_id (string) required |
| exchange/get_transfers | Gets a list of in-progress and completed transfers of funds in/out of any of the user's accounts. | profile_id (string) before (string) after (string) limit (integer) type (string) currency_type (string) transfer_reason (string) currency (string) |
| exchange/get_transfers_by_transfer_id | Get information on a single transfer. | transfer_id (string) required |
| exchange/post_transfers_by_transfer_id_travel_rules | Submit travel information for a transfer | transfer_id (string) required data: { . transfer_id (string) . originator_name (string) . originator_country (string) . vasp_id (string) . vasp_country (string) . lei_number (string) . business_address (object) . wallet_type (string) . is_self_certified (boolean) } (object) required |
| exchange/get_travel_rules | Return a list of all stored travel rule information | before (string) after (string) limit (integer) address (string) |
| exchange/post_travel_rules | Create travel rule entry for sending address | data: { . address (string) . originator_name (string) . originator_country (string) . vasp_id (string) . vasp_country (string) . lei_number (string) . originator_address (object) . wallet_type (string) . is_self_certified (boolean) } (object) required |
| exchange/delete_travel_rules_by_id | Delete existing travel rule entry | id (string) required |
| exchange/get_users_by_user_id_exchange_limits | Gets exchange limits information for a single user. | user_id (string) required |
| exchange/post_users_by_user_id_settlement_preferences | Updates the settlement preference to hold funds in either USDC or USD. | user_id (string) required data: { . settlement_preference (string) . user_id (string) } (object) required |
| exchange/get_users_by_user_id_trading_volumes | Gets aggregated and individual trading volumes for users. | user_id (string) required |
| exchange/post_withdrawals_coinbase_account | Withdraws funds from the specified profile_id to a www.coinbase.com wallet. | data: { . coinbase_account_id (string) . amount (string) . currency (string) } (object) required |
| exchange/post_withdrawals_crypto | Withdraws funds from the specified profile_id to an external crypto address | data: { . profile_id (string) . amount (string) . currency (string) . crypto_address (string) . destination_tag (string) . no_destination_tag (boolean) . nonce (integer) . network (string) . add_network_fee_to_total (boolean) . is_intermediary (boolean) . travel_rule_data (object) } (object) required |
| exchange/get_withdrawals_fee_estimate | Gets the fee estimate for the crypto withdrawal to crypto address | currency (string) crypto_address (string) network (string) |
| exchange/post_withdrawals_payment_method | Withdraws funds from the specified profile_id to a linked external payment method | data: { . amount (string) . payment_method_id (string) . currency (string) } (object) required |
| exchange/get_wrapped_assets | Returns a list of all supported wrapped assets details objects | No parameters |
| exchange/get_wrapped_assets_redeem | Get details for all redeems in the profile associated with the API key. | before (string) after (string) limit (integer) from_currency (string) to_currency (string) status (string) |
| exchange/post_wrapped_assets_redeem | Redeems from_currency to to_currency. Funds are redeemed in the profile associated with the API key. | data: { . from_currency (string) . to_currency (string) . amount (string) . idem (string) } (object) required |
| exchange/get_wrapped_assets_redeem_by_redeem_id | Get details for a specific redeem in the profile associated with the API key. | redeem_id (string) required |
| exchange/get_wrapped_assets_stake_wrap | Get details for all stake-wraps in the profile associated with the API key. | before (string) after (string) limit (integer) from (string) to (string) status (string) |
| exchange/post_wrapped_assets_stake_wrap | Stakes and wraps from_currency to to_currency. Funds are stake-wrapped in the profile associated with the API key. | data: { . from_currency (string) . to_currency (string) . amount (string) } (object) required |
| exchange/get_wrapped_assets_stake_wrap_by_stake_wrap_id | Get details for a specific stake-wrap in the profile associated with the API key. | stake_wrap_id (string) required |
| exchange/get_wrapped_assets_by_wrapped_asset_id | Returns the circulating and total supply of a wrapped asset, and its conversion rate | wrapped_asset_id (string) required |
| exchange/get_wrapped_assets_by_wrapped_asset_id_conversion_rate | Returns the conversion rate of a wrapped asset | wrapped_asset_id (string) required |
| exchange/custom | Call any endpoint of the connected service while reusing the connection auth. Pass the full URL as _url. Other reserved keys: _method, _query, _body, _headers. Remaining params flow naturally — empty → GET, non-empty → POST JSON body. | _url (string) required _method (string) _query (object) _body _headers (object) |
| prime/get_v1_activities_by_activity_id | Retrieve an activity by its activity ID - this endpoint can retrieve both portfolio and entity activities when passed the appropriate API key | activity_id (string) required |
| prime/post_v1_allocations | Create allocation for a given portfolio. | data: { . allocation_id (string) . source_portfolio_id (string) . product_id (string) . order_ids (array) . allocation_legs (array) . size_type (string) . remainder_destination_portfolio (string) } (object) required |
| prime/post_v1_allocations_net | Create net allocation for a given portfolio. | data: { . source_portfolio_id (string) . product_id (string) . order_ids (array) . allocation_legs (array) . size_type (string) . remainder_destination_portfolio (string) . netting_id (string) } (object) required |
| prime/post_v1_api_keys_rotate | Generates a new API key with the same configuration as the invoking key. | data: { . duration_seconds (integer) } (object) required |
| prime/get_v1_conversion_fees | Get your organization's stablecoin conversion fee tiers and month-to-date net conversion volume per currency. The organization is resolved from the authenticated API key, which must be organization-scoped. | No parameters |
| prime/get_v1_entities_by_entity_id_accruals | Lists interest accruals for an entity between the specified date range given | entity_id (string) required portfolio_id (string) start_date (string) end_date (string) |
| prime/get_v1_entities_by_entity_id_activities | List all activities associated with a given entity. | entity_id (string) required activity_level (string) symbols (array) categories (array) statuses (array) start_time (string) end_time (string) cursor (string) limit (integer) sort_direction (string) get_network_unified_activities (boolean) |
| prime/get_v1_entities_by_entity_id_aggregate_positions | List paginated aggregate positions for a specific entity. | entity_id (string) required cursor (string) limit (integer) |
| prime/get_v1_entities_by_entity_id_assets | List all assets available for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_balances | List all balances for a specific entity. | entity_id (string) required symbols (string) cursor (string) limit (integer) aggregation_type (string) |
| prime/get_v1_entities_by_entity_id_cross_margin | Gets live data for Cross Margin XM for a specific XM customer | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_cross_margin_liquidation | Gets detailed liquidation data for an XM customer. Returns the active or most recent liquidation by default. | entity_id (string) required liquidation_id (string) |
| prime/get_v1_entities_by_entity_id_cross_margin_liquidations | Lists historical liquidation records for an XM customer | entity_id (string) required cursor (string) limit (integer) sort_direction (string) status (string) start_time (string) end_time (string) |
| prime/get_v1_entities_by_entity_id_cross_margin_risk_parameters | Gets the current Cross Margin XM risk parameters for an entity. | entity_id (string) required |
| prime/post_v1_entities_by_entity_id_funding_settings | Sets FCM funding configuration for the entity and submits the desired configuration to Prime API for approval. | entity_id (string) required data: { . designated_funding_portfolio_id (string) . automatic_conversion_enabled (boolean) . automatic_loan_enabled (boolean) . automatic_excess_return_enabled (boolean) . excess_funds_target_amount (string) } (object) required |
| prime/post_v1_entities_by_entity_id_futures_auto_sweep | Set auto sweep for a given entity. | entity_id (string) required data: { . auto_sweep (boolean) } (object) required |
| prime/get_v1_entities_by_entity_id_futures_balance_summary | Retrieve fcm balance for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_futures_equity | Retrieve the equity data for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_futures_margin_call_details | Retrieve the margin call details for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_futures_positions | Retrieve all active fcm positions for a given entity. | entity_id (string) required product_id (string) |
| prime/get_v1_entities_by_entity_id_futures_risk_limits | Retrieve the risk limits for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_futures_settings | Get settings related to FCM. | entity_id (string) required |
| prime/post_v1_entities_by_entity_id_futures_settings | Update settings related to FCM. | entity_id (string) required data: { . target_derivatives_excess (string) } (object) required |
| prime/get_v1_entities_by_entity_id_futures_sweeps | Retrieve fcm sweeps in open status, including pending and processing sweeps. | entity_id (string) required |
| prime/post_v1_entities_by_entity_id_futures_sweeps | Schedule a sweep for a given entity from FCM wallet to USD Spot wallet. Only one pending sweep is allowed at a time per entity. | entity_id (string) required data: { . amount (string) . currency (string) } (object) required |
| prime/delete_v1_entities_by_entity_id_futures_sweeps | Cancel the pending sweep for a given entity. A user will only be able to have one pending sweep at a time. If the sweep is not found, a 404 will be returned. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_invoices | Retrieve a list of invoices belonging to an entity. | entity_id (string) required states (array) billing_year (integer) billing_month (integer) cursor (integer) limit (integer) |
| prime/get_v1_entities_by_entity_id_locates_availability | Get currencies available to be located with their corresponding amount and rate. | entity_id (string) required conversion_date (string) locate_date (string) |
| prime/get_v1_entities_by_entity_id_margin | Gets real-time evaluation of the margin model based on current positions and spot rates. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_margin_summaries | Lists the margin call history for a given entity ID. | entity_id (string) required start_date (string) end_date (string) |
| prime/get_v1_entities_by_entity_id_market_data | Retrieves market data including volatility and average daily volume for an entity. | entity_id (string) required cursor (string) limit (integer) sort_direction (string) |
| prime/get_v1_entities_by_entity_id_payment_methods | Retrieve all payment methods for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_payment_methods_by_payment_method_id | Get payment method details by id for a given entity. | entity_id (string) required payment_method_id (string) required |
| prime/get_v1_entities_by_entity_id_positions | List paginated positions for a specific entity. | entity_id (string) required cursor (string) limit (integer) |
| prime/get_v1_entities_by_entity_id_tf_obligations | List trade finance obligations for a given entity. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_tf_tiered_fees | Get trade finance tiered pricing fees for a given entity at a specific time, default to current time. | entity_id (string) required effective_at (string) |
| prime/get_v1_entities_by_entity_id_users | List all users associated with a given entity. | entity_id (string) required cursor (string) limit (integer) sort_direction (string) |
| prime/get_v1_financing_eligible_assets | Get all assets eligible for Trade Finance with their adjustment factors. | No parameters |
| prime/get_v1_portfolios | List all portfolios for which the current API key has read access. | No parameters |
| prime/get_v1_portfolios_by_portfolio_id | Retrieve a given portfolio by its portfolio ID. | portfolio_id (string) required |
| prime/post_v1_portfolios_by_portfolio_id_accept_quote | Accepts the quote received by the quote request and creates an order with the provided quote ID. Always required: portfolio_id, product_id, side, quote_id, client_quote_id. | portfolio_id (string) required data: { . product_id (string) . side (string) . client_order_id (string) . quote_id (string) . settl_currency (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_accruals | Lists interest accruals between the specified date range for a specific portfolio ID | portfolio_id (string) required start_date (string) end_date (string) |
| prime/get_v1_portfolios_by_portfolio_id_activities | List all activities associated with a given portfolio. | portfolio_id (string) required symbols (array) categories (array) statuses (array) start_time (string) end_time (string) cursor (string) limit (integer) sort_direction (string) get_network_unified_activities (boolean) |
| prime/get_v1_portfolios_by_portfolio_id_activities_by_activity_id | Retrieve an activity by its activity ID | portfolio_id (string) required activity_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_address_book | Gets a list of address book addresses. | portfolio_id (string) required currency_symbol (string) search (string) cursor (string) limit (integer) sort_direction (string) |
| prime/post_v1_portfolios_by_portfolio_id_address_book | Creates an entry for a portfolio's trusted addresses. | portfolio_id (string) required data: { . address (string) . currency_symbol (string) . name (string) . account_identifier (string) . chain_ids (array) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_advanced_transfers | List advanced transfers for a given portfolio. This API is currently not available to all clients. Please reach out to Prime Operations with any questions. | portfolio_id (string) required state (string) type (string) cursor (string) limit (integer) sort_direction (string) start_time (string) end_time (string) reference_id (string) |
| prime/post_v1_portfolios_by_portfolio_id_advanced_transfers | Create advanced transfer for a given portfolio. This API is currently not available to all clients. Please reach out to Prime Operations with any questions. | portfolio_id (string) required data: { . advanced_transfer (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_advanced_transfers_by_advanced_transfer_id_cancel | Cancel advanced transfer for a given portfolio. This API is currently not available to all clients. Please reach out to Prime Operations with any questions. | portfolio_id (string) required advanced_transfer_id (string) required data (object) required |
| prime/get_v1_portfolios_by_portfolio_id_advanced_transfers_by_advanced_transfer_id_transactions | List transactions associated with an Advanced Transfer. This API is currently not available to all clients. Please reach out to Prime Operations with any questions. | portfolio_id (string) required advanced_transfer_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_allocations | List historical allocations for a given portfolio. | portfolio_id (string) required product_ids (array) order_side (string) start_date (string) required end_date (string) cursor (string) limit (integer) sort_direction (string) |
| prime/get_v1_portfolios_by_portfolio_id_allocations_net_by_netting_id | Retrieve an allocation by netting ID. | portfolio_id (string) required netting_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_allocations_by_allocation_id | Retrieve an allocation by allocation ID. | portfolio_id (string) required allocation_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_balances | List all balances for a specific portfolio. | portfolio_id (string) required symbols (string) balance_type (string) |
| prime/get_v1_portfolios_by_portfolio_id_buying_power | Returns the size of a buy trade that can be performed based on existing holdings and available credit. The result will differ for different assets due to asset specific credit configurations and caps. Note that this result is changing based on asset price fluctuations, so may be rejected when submitted. | portfolio_id (string) required base_currency (string) required quote_currency (string) required |
| prime/get_v1_portfolios_by_portfolio_id_candles | Get rates for a single product by product ID, grouped in buckets. | portfolio_id (string) required product_id (string) required start_time (string) required end_time (string) required granularity (string) required |
| prime/get_v1_portfolios_by_portfolio_id_commission | Retrieve commission associated with a given portfolio. | portfolio_id (string) required product_id (string) |
| prime/get_v1_portfolios_by_portfolio_id_counterparty | Retrieve the counterparty ID for a given portfolio. | portfolio_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_credit | Retrieve a portfolio's post-trade credit information. | portfolio_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_derivatives_currency_summary | Retrieve per-currency international derivatives balances for a given portfolio. US Futures balances roll up to a single clearing account per entity rather than per portfolio, and are available from the entity futures balance summary and risk limits endpoints instead. | portfolio_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_derivatives_positions | Retrieve all active derivative positions for a given portfolio. | portfolio_id (string) required product_id (string) |
| prime/get_v1_portfolios_by_portfolio_id_fills | Retrieve fills on a given portfolio. This endpoint requires a start_date, and returns a payload with a default limit of 100 if not specified by the user. The maximum allowed limit is 3000. | portfolio_id (string) required cursor (string) limit (integer) start_date (string) required end_date (string) sort_direction (string) |
| prime/get_v1_portfolios_by_portfolio_id_locates | List locates for the portfolio | portfolio_id (string) required locate_ids (array) conversion_date (string) locate_date (string) |
| prime/post_v1_portfolios_by_portfolio_id_locates | Create a new locate | portfolio_id (string) required data: { . symbol (string) . amount (string) . conversion_date (string) . locate_date (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_margin_conversions | Lists conversions and short collateral requirement between specified date range. This endpoint is deprecated and will be removed in the future. Use /v1/entities/entity_id/margin_summaries instead. | portfolio_id (string) required start_date (string) end_date (string) |
| prime/put_v1_portfolios_by_portfolio_id_onchain_address_group | Updates an entry to the portfolio's onchain address groups. | portfolio_id (string) required data: { . address_group (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_onchain_address_group | Creates an entry to the portfolio's onchain address groups. | portfolio_id (string) required data: { . address_group (object) } (object) required |
| prime/delete_v1_portfolios_by_portfolio_id_onchain_address_group_by_address_group_id | Deletes an entry in the portfolio's onchain address groups. | portfolio_id (string) required address_group_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_onchain_address_groups | Lists all onchain address groups for a given portfolio ID | portfolio_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_open_orders | List all open orders. br /br /Caution: The maximum number of orders returned is 5000. If a client has more than 5000 open orders, an error is returned prompting the user to use Websocket API, or FIX API to stream open orders. | portfolio_id (string) required product_ids (array) order_type (string) cursor (string) limit (integer) sort_direction (string) start_date (string) order_side (string) end_date (string) |
| prime/post_v1_portfolios_by_portfolio_id_order | Create an order. | portfolio_id (string) required data: { . product_id (string) . side (string) . client_order_id (string) . type (string) . base_quantity (string) . quote_value (string) . limit_price (string) . start_time (string) . expiry_time (string) . time_in_force (string) . stp_id (string) . display_quote_size (string) . display_base_size (string) . is_raise_exact (boolean) . historical_pov (string) . stop_price (string) . settl_currency (string) . post_only (boolean) . peg_offset_type (string) . offset (string) . wig_level (string) . is_buy_exact (boolean) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_order_preview | Retrieve an order preview. | portfolio_id (string) required data: { . product_id (string) . side (string) . type (string) . base_quantity (string) . quote_value (string) . limit_price (string) . start_time (string) . expiry_time (string) . time_in_force (string) . is_raise_exact (boolean) . historical_pov (string) . stop_price (string) . settl_currency (string) . postOnly (boolean) . display_quote_size (string) . display_base_size (string) . peg_offset_type (string) . offset (string) . wig_level (string) . is_buy_exact (boolean) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_orders | List historical orders for a given portfolio. This endpoint returns a payload with a default limit of 100 if not specified by the user. The maximum allowed limit is 3000. br /br /Caution: Currently, you cannot query open orders with this endpoint: use List Open Orders if you have less than 1000 open orders, otherwise use Websocket API, or FIX API to stream open orders. | portfolio_id (string) required order_statuses (array) product_ids (array) order_type (string) cursor (string) limit (integer) sort_direction (string) order_side (string) start_date (string) end_date (string) |
| prime/get_v1_portfolios_by_portfolio_id_orders_by_order_id | Retrieve an order by order ID. | portfolio_id (string) required order_id (string) required |
| prime/post_v1_portfolios_by_portfolio_id_orders_by_order_id_cancel | Cancel an order. Filled orders cannot be canceled. | portfolio_id (string) required order_id (string) required |
| prime/put_v1_portfolios_by_portfolio_id_orders_by_order_id_edit | Edit an open order. | portfolio_id (string) required order_id (string) required data: { . product_id (string) . orig_client_order_id (string) . client_order_id (string) . base_quantity (string) . quote_value (string) . limit_price (string) . expiry_time (string) . display_quote_size (string) . display_base_size (string) . stop_price (string) . offset (string) . wig_level (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_orders_by_order_id_edit_history | List edit history for a specific order | portfolio_id (string) required order_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_orders_by_order_id_fills | Retrieve fills on a given order. This endpoint returns a payload with a default limit of 100 if not specified by the user. The maximum allowed limit is 3000. | portfolio_id (string) required order_id (string) required cursor (string) limit (integer) sort_direction (string) |
| prime/get_v1_portfolios_by_portfolio_id_products | List products for a given portfolio. | portfolio_id (string) required cursor (string) limit (integer) sort_direction (string) product_type (string) contract_expiry_type (string) expiring_contract_status (string) |
| prime/post_v1_portfolios_by_portfolio_id_rfq | A Quote Request is the start of the RFQ process. Coinbase Prime sends a Quote Request to Liquidity Providers LPs on behalf of a customer looking to participate in an RFQ trade. Always required: portfolio_id, product_id, side, client_quote_id, and limit_price. One of either base_quantity or quote_value is always required. | portfolio_id (string) required data: { . product_id (string) . side (string) . client_quote_id (string) . base_quantity (string) . quote_value (string) . limit_price (string) . settl_currency (string) . quote_duration_ms (string) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_staking_initiate | Creates an execution request to stake funds across a portfolio. This will stake funds in one or more wallets in the portfolio, with a total bondable balance up to the requested stake amount. This feature is gated. Please contact your account manager or primeops@coinbase.com to enable. | portfolio_id (string) required data: { . idempotency_key (string) . currency_symbol (string) . amount (string) . metadata (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_staking_transaction_validators_query | List ETH 0x02 validators associated with wallet-level stake transactions for a given portfolio. It will not return data for unstake transactions, portfolio stake transactions, transactions which staked different currencies, or which staked to Ethereum 0x01 validators. | portfolio_id (string) required data: { . transaction_ids (array) . cursor (string) . limit (integer) . sort_direction (string) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_staking_unstake | Creates an execution request to unstake funds across a portfolio. This will unstake funds in one or more wallets in the portfolio, with a total bonded balance up to the requested unstake amount. This feature is gated. Please contact your account manager or primeops@coinbase.com to enable. | portfolio_id (string) required data: { . idempotency_key (string) . currency_symbol (string) . amount (string) . metadata (object) . validator_provider (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_transactions | List transactions for a given portfolio. | portfolio_id (string) required symbols (string) types (array) start_time (string) end_time (string) cursor (string) limit (integer) sort_direction (string) get_network_unified_transactions (boolean) travel_rule_status (array) |
| prime/get_v1_portfolios_by_portfolio_id_transactions_by_transaction_id | Retrieve a specific transaction by its transaction ID. | portfolio_id (string) required transaction_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_transactions_by_transaction_id_travel_rule | Beta Get fulfilled travel rule data for a transaction. | portfolio_id (string) required transaction_id (string) required |
| prime/post_v1_portfolios_by_portfolio_id_transactions_by_transaction_id_travel_rule_deposit | Submit travel rule data for an existing deposit transaction. | portfolio_id (string) required transaction_id (string) required data: { . originator (object) . beneficiary . is_self (boolean) . opt_out_of_ownership_verification (boolean) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_users | List all users associated with a given portfolio. | portfolio_id (string) required cursor (string) limit (integer) sort_direction (string) |
| prime/get_v1_portfolios_by_portfolio_id_wallets | List all wallets associated with a given portfolio. | portfolio_id (string) required type (string) required cursor (string) limit (integer) sort_direction (string) symbols (array) get_network_unified_wallets (boolean) |
| prime/post_v1_portfolios_by_portfolio_id_wallets | Create a wallet. Note: The first ONCHAIN wallet for each network family must be created through the Prime UI. | portfolio_id (string) required data: { . name (string) . symbol (string) . wallet_type (string) . idempotency_key (string) . network_family (string) . network (object) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id | Retrieve a specific wallet by Wallet ID. | portfolio_id (string) required wallet_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_addresses | Returns all deposit addresses associated with a wallet | portfolio_id (string) required wallet_id (string) required network_id (string) cursor (string) limit (integer) |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_addresses | Creates a new deposit address for a wallet. Only applicable to wallets that support multiple deposit addresses on a given network | portfolio_id (string) required wallet_id (string) required data: { . network_id (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_balance | Query balance for a specific wallet. | portfolio_id (string) required wallet_id (string) required |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_conversion | Perform a conversion between 2 assets. | portfolio_id (string) required wallet_id (string) required data: { . amount (string) . destination (string) . idempotency_key (string) . source_symbol (string) . destination_symbol (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_deposit_instructions | Retrieve a specific wallet's deposit instructions. | portfolio_id (string) required wallet_id (string) required deposit_type (string) required network.id (string) network.type (string) |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_onchain_transaction | Create an onchain transaction. | portfolio_id (string) required wallet_id (string) required data: { . raw_unsigned_txn (string) . rpc (object) . evm_params (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_claim_rewards | Request to claim staking rewards. This feature is only for ETH Pectra 0x02 validators. | portfolio_id (string) required wallet_id (string) required data: { . idempotency_key (string) . inputs (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_initiate | Creates an execution request to stake or delegate funds to a validator | portfolio_id (string) required wallet_id (string) required data: { . idempotency_key (string) . inputs (object) . metadata (object) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_status | Get staking status for a wallet. Returns estimated completion times for active staking requests. | portfolio_id (string) required wallet_id (string) required |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_unstake | Creates an execution request to unstake delegated or staked funds in a wallet | portfolio_id (string) required wallet_id (string) required data: { . idempotency_key (string) . inputs (object) . metadata (object) } (object) required |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_unstake_preview | Previews an unstaking request with the given amount and returns the estimated amount that would be unstaked. This feature currently only supports ETH. | portfolio_id (string) required wallet_id (string) required data: { . amount (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_staking_unstake_status | Get unstaking estimates for a wallet. Returns estimated completion times for active unstaking requests. | portfolio_id (string) required wallet_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_transactions | Retrieve transactions for a given wallet. | portfolio_id (string) required wallet_id (string) required types (array) start_time (string) end_time (string) cursor (string) limit (integer) sort_direction (string) |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_transfers | Create a wallet transfer. | portfolio_id (string) required wallet_id (string) required data: { . amount (string) . destination (string) . idempotency_key (string) . currency_symbol (string) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_web3_balances | Query balances for a specific onchain wallet. | portfolio_id (string) required wallet_id (string) required visibility_statuses (array) cursor (string) limit (integer) |
| prime/post_v1_portfolios_by_portfolio_id_wallets_by_wallet_id_withdrawals | Create a withdrawal. | portfolio_id (string) required wallet_id (string) required data: { . amount (string) . destination_type (string) . idempotency_key (string) . currency_symbol (string) . payment_method (object) . blockchain_address (object) . counterparty (object) . travel_rule_data (object) } (object) required |
| prime/get_v1_portfolios_by_portfolio_id_withdrawal_power | Returns the nominal quantity of a given asset that can be withdrawn based on holdings and current portfolio equity. | portfolio_id (string) required symbol (string) required |
| prime/get_v2_entities_by_entity_id_cross_margin_prime | Returns real time risk data from the cross margin model. | entity_id (string) required |
| prime/get_v1_entities_by_entity_id_rewards_rate | Returns the current rewards rate and available rate tiers for the entity. | entity_id (string) required |
| prime/get_v1_portfolios_by_portfolio_id_rewards_rate | Returns the current rewards rate and available rate tiers for the portfolio. | portfolio_id (string) required |
| prime/custom | Call any endpoint of the connected service while reusing the connection auth. Pass the full URL as _url. Other reserved keys: _method, _query, _body, _headers. Remaining params flow naturally — empty → GET, non-empty → POST JSON body. | _url (string) required _method (string) _query (object) _body _headers (object) |
| intx/get_api_v1_assets | Returns a list of all supported assets. | No parameters |
| intx/get_api_v1_assets_by_asset | Retrieves information for a specific asset. | asset (string) required |
| intx/get_api_v1_assets_by_asset_networks | Returns a list of supported networks and network information for a specific asset. | asset (string) required |
| intx/get_api_v1_index_by_index_composition | Retrieves the latest index composition metadata with an ordered set of constituents. | index (string) required |
| intx/get_api_v1_index_by_index_composition_history | Retrieves a history of index composition records in a descending time order. The results are an array of index composition data recorded at different “timestamps”. | index (string) required time_from (string) result_limit (integer) result_offset (integer) |
| intx/get_api_v1_index_by_index_price | Retrieves the latest index price | index (string) required |
| intx/get_api_v1_index_by_index_candles | Retrieves the historical daily index prices in time descending order. The daily values are represented as aggregated entries for the day in typical OHLC format. | index (string) required granularity (string) required start (string) required end (string) |
| intx/get_api_v1_instruments | Returns all of the instruments available for trading. | No parameters |
| intx/get_api_v1_instruments_by_instrument | Retrieves market information for a specific instrument. | instrument (string) required |
| intx/get_api_v1_instruments_by_instrument_quote | Retrieves the current quote for a specific instrument. | instrument (string) required |
| intx/get_api_v1_instruments_volumes_daily | Retrieves the trading volumes for each instrument separated by day. | instruments (string) required result_limit (integer) result_offset (integer) time_from (string) show_other (boolean) |
| intx/get_api_v1_instruments_by_instrument_candles | Retrieves a list of aggregated candles data for a given instrument, granularity and time range | instrument (string) required granularity (string) required start (string) required end (string) |
| intx/get_api_v1_instruments_by_instrument_funding | Retrieves the historical funding rates for a specific instrument. | instrument (string) required result_limit (integer) result_offset (integer) |
| intx/get_api_v1_position_offsets | Returns all active position offsets | No parameters |
| intx/post_api_v1_orders | Creates a new order. | data: { . client_order_id (string) . side (string) . size (string) . tif (string) . instrument (string) . type (string) . price (string) . stop_price (string) . stop_limit_price (string) . expire_time (string) . portfolio (string) . stp_mode (string) . post_only (boolean) . close_only (boolean) . algo_strategy (string) } (object) required |
| intx/get_api_v1_orders | Returns a list of active orders resting on the order book matching the requested criteria. Does not return any rejected, cancelled, or fully filled orders as they are not active. | portfolio (string) instrument (string) instrument_type (string) client_order_id (string) event_type (string) order_type (string) side (string) ref_datetime (string) result_limit (integer) result_offset (integer) |
| intx/delete_api_v1_orders | Cancels all orders matching the requested criteria. | portfolio (string) required instrument (string) side (string) instrument_type (string) |
| intx/put_api_v1_orders_by_id | Modifies an open order. | id (string) required data: { . client_order_id (string) . portfolio (string) . price (string) . stop_price (string) . size (string) } (object) required |
| intx/get_api_v1_orders_by_id | Retrieves a single order. The order retrieved can be either active or inactive. | id (string) required portfolio (string) required |
| intx/delete_api_v1_orders_by_id | Cancels a single open order. | id (string) required portfolio (string) required |
| intx/post_api_v1_orders_preview | Previews a new order. | data: { . side (string) . size (string) . tif (string) . instrument (string) . type (string) . price (string) . stop_price (string) . stop_limit_price (string) . expire_time (string) . portfolio (string) . stp_mode (string) . post_only (boolean) . close_only (boolean) } (object) required |
| intx/get_api_v1_portfolios | Returns all of the user's portfolios. | No parameters |
| intx/post_api_v1_portfolios | Create a new portfolio. Request will fail if no name is provided or if user already has max number of portfolios. Max number of portfolios is 20. | data: { . name (string) } (object) required |
| intx/patch_api_v1_portfolios | Update parameters for existing portfolio | data: { . auto_margin_enabled (boolean) . cross_collateral_enabled (boolean) . position_offsets_enabled (boolean) . pre_launch_trading_enabled (boolean) . portfolio_name (string) } (object) required |
| intx/get_api_v1_portfolios_by_portfolio | Returns the user's specified portfolio. | portfolio (string) required |
| intx/put_api_v1_portfolios_by_portfolio | Update existing user portfolio. | portfolio (string) required data: { . name (string) } (object) required |
| intx/get_api_v1_portfolios_by_portfolio_detail | Retrieves the summary, positions, and balances of a portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_summary | Retrieves the high level overview of a portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_balances | Returns all of the balances for a given portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_balances_by_asset | Retrieves the balance for a given portfolio and asset. | portfolio (string) required asset (string) required |
| intx/get_api_v1_portfolios_by_portfolio_loans | Retrieves all loan info for a given portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_loans_by_asset | Retrieves the loan info for a given portfolio and asset. | portfolio (string) required asset (string) required |
| intx/post_api_v1_portfolios_by_portfolio_loans_by_asset | Acquire or repay loan for a given portfolio and asset. | portfolio (string) required asset (string) required data: { . action (string) . amount (string) } (object) required |
| intx/post_api_v1_portfolios_by_portfolio_loans_by_asset_preview | Preview acquire or repay loan for a given portfolio and asset. | portfolio (string) required asset (string) required data: { . action (string) . amount (string) } (object) required |
| intx/get_api_v1_portfolios_by_portfolio_loans_by_asset_availability | View the maximum amount of loan that could be acquired now | portfolio (string) required asset (string) required |
| intx/get_api_v1_portfolios_by_portfolio_positions | Returns all of the positions for a given portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_positions_by_instrument | Retrieves the position for a given portfolio and symbol. | portfolio (string) required instrument (string) required |
| intx/get_api_v1_portfolios_by_portfolio_position_limits | Retrieves the total open position limit across instruments for a given portfolio. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_position_limits_positions | Retrieves position limits for all positions a given portfolio currently has or has opened in the past. | portfolio (string) required |
| intx/get_api_v1_portfolios_by_portfolio_position_limits_positions_by_instrument | Retrieves the position limits for a given portfolio and symbol. | portfolio (string) required instrument (string) required |
| intx/get_api_v1_portfolios_fills | Returns fills for specified portfolios or fills for all portfolios if none are provided. | portfolios (string) order_id (string) client_order_id (string) ref_datetime (string) result_limit (integer) result_offset (integer) time_from (string) |
| intx/get_api_v1_portfolios_by_portfolio_fills | Returns all of the fills for a given portfolio. | portfolio (string) required order_id (string) client_order_id (string) ref_datetime (string) result_limit (integer) result_offset (integer) time_from (string) |
| intx/post_api_v1_portfolios_by_portfolio_cross_collateral_enabled | Enable or disable the cross collateral feature for the portfolio, which allows the portfolio to use non-USDC assets as collateral for margin trading. | portfolio (string) required data: { . enabled (boolean) } (object) required |
| intx/post_api_v1_portfolios_by_portfolio_auto_margin_enabled | Enable or disable the auto margin feature, which lets the portfolio automatically post margin amounts required to exceed the high leverage position restrictions. | portfolio (string) required data: { . enabled (boolean) } (object) required |
| intx/post_api_v1_portfolios_margin | Specify the margin override value for a portfolio to either increase notional requirements or opt-in to higher leverage. | data: { . portfolio_id (string) . margin_override (string) } (object) required |
| intx/post_api_v1_portfolios_transfer | Transfer assets from one portfolio to another. | data: { . from (string) . to (string) . asset (string) . amount (string) } (object) required |
| intx/post_api_v1_portfolios_transfer_position | Transfer an existing position from one portfolio to another. The position transfer must fulfill the same portfolio-level margin requirements as submitting a new order on the opposite side for the sender's portfolio and a new order on the same side for the recipient's portfolio. Additionally, organization-level requirements must be satisfied when evaluating the outcome of the position transfer. | data: { . from (string) . to (string) . instrument (string) . quantity (string) . side (string) } (object) required |
| intx/get_api_v1_portfolios_fee_rates | Retrieves the Perpetual Future and Spot fee rate tiers for the user. | No parameters |
| intx/get_api_v1_rankings_statistics | Retrieve your volume rankings for maker, taker, and total volume. | instrument_type (string) required period (string) instruments (string) |
| intx/get_api_v1_transfers | List matching transfers | portfolio DEPRECATED (string) portfolios (string) time_from (string) time_to (string) result_limit (integer) result_offset (integer) status (string) type (string) |
| intx/get_api_v1_transfers_by_transfer_uuid | Get transfer | transfer_uuid (string) required |
| intx/post_api_v1_transfers_withdraw | Withdraw to crypto address | data: { . portfolio (string) . asset (string) . amount (string) . add_network_fee_to_total (boolean) . network_arn_id (string) . address (string) . nonce (integer) } (object) required |
| intx/post_api_v1_transfers_address | Create crypto address | data: { . portfolio (string) . asset (string) . network_arn_id (string) } (object) required |
| intx/post_api_v1_transfers_create_counterparty_id | Create counterparty Id | data: { . portfolio (string) } (object) required |
| intx/post_api_v1_transfers_validate_counterparty_id | Validate counterparty Id | data: { . counterparty_id (string) } (object) required |
| intx/post_api_v1_transfers_withdraw_counterparty | Withdraw to counterparty Id | data: { . portfolio (string) . counterparty_id (string) . asset (string) . amount (string) . nonce (integer) } (object) required |
| intx/post_api_v1_transfers_fee_estimate | Get fee estimate | data: { . asset (string) . network_arn (string) } (object) required |
| intx/post_api_v1_transfers_address_validate | Validate network address | data: { . address (string) . asset (string) . network_arn_id (string) } (object) required |
| intx/get_api_v1_fee_rate_tiers | Return all the fee rate tiers. | No parameters |
| intx/custom | Call any endpoint of the connected service while reusing the connection auth. Pass the full URL as _url. Other reserved keys: _method, _query, _body, _headers. Remaining params flow naturally — empty → GET, non-empty → POST JSON body. | _url (string) required _method (string) _query (object) _body _headers (object) |
| derivatives/get_rest_block_trade | Retrieves all block trades where user owns the reporting firm/entity. | No parameters |
| derivatives/post_rest_block_trade | Retrieves permissioned block trades matching the specified filter criteria. All filter parameters are optional and can be combined. | data: { . symbols (array) . request_time_filters (array) . trade_ids (array) . executing_traders (array) . reporting_traders (array) . accounts (array) . client_order_ids (array) . broker_codes (array) . entities (array) } (object) required |
| derivatives/get_rest_block_trade_account_permissions | Retrieves a list of all block trade account permissions you have access to. | No parameters |
| derivatives/get_rest_block_trade_account_permissions_by_uuid | Retrieves information for a block trade account permission with the specified UUID. | uuid (string) required |
| derivatives/get_rest_block_trade_accounts | Retrieves a list of all block trade accounts you have access to. | No parameters |
| derivatives/get_rest_block_trade_accounts_by_uuid | Retrieves information for a block trade account with the specified UUID. | uuid (string) required |
| derivatives/get_rest_block_trade_entities | Retrieves a list of all block trade entities you have access to. | No parameters |
| derivatives/get_rest_block_trade_entities_by_uuid | Retrieves information for a block trade entity with the specified UUID. | uuid (string) required |
| derivatives/get_rest_block_trade_position_limits | Retrieves a list of all block trade position limits you have access to. | No parameters |
| derivatives/get_rest_block_trade_position_limits_by_uuid | Retrieves information for a block trade position limit with the specified UUID. | uuid (string) required |
| derivatives/get_rest_block_trade_booking_bookable_accounts | Retrieves the list of block trade accounts that the authenticated user can book trades for. | No parameters |
| derivatives/get_rest_block_trade_booking_bookable_entities | Retrieves the list of block trade entities that the authenticated user can book trades for. | No parameters |
| derivatives/get_rest_block_trade_booking_bookable_traders | Retrieves the list of block traders that the authenticated user can book trades for. | No parameters |
| derivatives/post_rest_block_trade_new | Books a new block trade between two parties. For TAS requests, set tas_sub_type=TAS, omit price, and provide tick_differential. If tas_sub_type is omitted, the request is treated as a non-TAS block trade: price is required and tick_differential must not be provided. tick_differential is expressed as the number of ticks from settlement. | data: { . buyer_entity (string) . seller_entity (string) . report_entity (string) . buyer_trader (string) . seller_trader (string) . report_trader (string) . buyer_account (string) . seller_account (string) . symbol (string) . quantity (integer) . price (number) . request_timestamp (string) . handling_inst . buyer_cl_ord_id (string) . seller_cl_ord_id (string) . tas_sub_type . tick_differential (integer) } (object) required |
| derivatives/get_rest_block_traders | Retrieves a list of all block traders you have access to. | No parameters |
| derivatives/get_rest_block_traders_by_uuid | Retrieves information for a block trader with the specified UUID. | uuid (string) required |
| derivatives/get_rest_firm_block_trade_entities_by_firm_uuid | Retrieves the block trade entity associated with the specified firm. | firm_uuid (string) required |
| derivatives/get_rest_firm_position_limits | Retrieves position limits for all firms that the user has access to. | No parameters |
| derivatives/get_rest_firm_position_limits_by_firm_uuid | Retrieves position limits from a specific firm. | firm_uuid (string) required |
| derivatives/post_rest_firm_position_limits_by_firm_uuid | Updates position limits for a specific firm | firm_uuid (string) required data: { . long_limit (integer) . short_limit (integer) . weekend_margin_multiplier (number) } (object) required |
| derivatives/post_rest_firm_product_group_limit | Creates a zero position limit to a specific firm/product group that disables trading for that combination. | data: { . firm_uuid (string) . product_group } (object) required |
| derivatives/post_rest_firm_product_group_limit_remove | Removes any product group level limit for a specific firm/product group combination | data: { . firm_uuid (string) . product_group } (object) required |
| derivatives/get_rest_firm_product_group_limit_by_firm_uuid | Retrieves product group limits for a specific firm, including individual product limits within each group | firm_uuid (string) required |
| derivatives/post_rest_firm_product_limit | Creates a limit that will block the firm from trading the corresponding product. | data: { . firm_uuid (string) . product_code (string) } (object) required |
| derivatives/post_rest_firm_product_limit_remove | Removes any product level limit for a specific firm and product | data: { . firm_uuid (string) . product_code (string) } (object) required |
| derivatives/get_rest_firm_product_limit_by_firm_uuid | Gets product limits for a specific firm and optional product combination. | firm_uuid (string) required product_code (string) |
| derivatives/get_rest_firms | Retrieves a list of all firms you have access to. | No parameters |
| derivatives/get_rest_firms_by_uuid | Retrieves information for a firm with the specified UUID. | uuid (string) required |
| derivatives/get_rest_funding_rate | Retrieves the historical funding rate data for a specific instrument. | symbol (string) required trading_session_date (string) |
| derivatives/post_rest_instruments | Retrieves detailed information about instruments based on the provided filter criteria. Allows optional filtering by product codes, symbols, instrument IDs, trading states, activation date, and expiration date. | data: { . product_codes (array) . symbols (array) . instrument_ids (array) . trading_states (array) . activation_date (string) . expiration_date (string) } (object) required |
| derivatives/post_rest_kill_switch | Activates a kill switch to cancel orders and lock trading for specified users, firms, or FCMs. Must only include one uuid fcm, firm, or trading user. When activated, all open orders will be cancelled and new orders will be rejected. | data: { . fcm_uuid (string) . firm_uuid (string) . trading_user_uuid (string) . only_cancel_no_trading_lock (boolean) } (object) required |
| derivatives/get_rest_positions | Retrieves firm-level positions for all firms you have access to | expired_filter (string) |
| derivatives/get_rest_positions_by_firm_uuid | Retrieves positions for the specified firm | firm_uuid (string) required expired_filter (string) |
| derivatives/post_rest_unlock_trading | Deactivates kill switch to cancel orders and unlocks trading for specified users, firms, or FCMs. Must only include one uuid fcm, firm, or trading user. | data: { . fcm_uuid (string) . firm_uuid (string) . trading_user_uuid (string) } (object) required |
| derivatives/get_rest_users | Retrieves a list of all users you have access to, or all users in the specified firm. | firm_uuid (string) |
| derivatives/get_rest_users_by_uuid | Retrieves information for a user with the specified UUID. | uuid (string) required |
| derivatives/get_rest_v2_firm_position_limits | Retrieves position limits for all firms that the user has access to. | No parameters |
| derivatives/get_rest_v2_firm_position_limits_by_firm_uuid | Retrieves position limits from a specific firm. | firm_uuid (string) required |
| derivatives/post_rest_v2_firm_position_limits_by_firm_uuid | Updates position limits for a specific firm | firm_uuid (string) required data: { . long_daily_limit (integer) . short_daily_limit (integer) . long_weekend_limit (integer) . short_weekend_limit (integer) . long_real_limit (integer) . short_real_limit (integer) . weekend_margin_multiplier (number) } (object) required |
| derivatives/post_rest_v2_firm_product_group_limit | Creates a zero position limit to a specific firm/product group that disables trading for that combination. | data: { . firm_uuid (string) . product_group } (object) required |
| derivatives/post_rest_v2_firm_product_group_limit_remove | Removes any product group level limit for a specific firm/product group combination | data: { . firm_uuid (string) . product_group } (object) required |
| derivatives/get_rest_v2_firm_product_group_limit_by_firm_uuid | Retrieves product group limits for a specific firm, including individual product limits within each group | firm_uuid (string) required |
| derivatives/post_rest_v2_firm_product_limit | Set position limits on a product. | data: { . firm_uuid (string) . product_code (string) . trading_disabled (boolean) . trading24x7_disabled (boolean) . options_fill_protection_threshold (integer) . long_daily_position_limit (integer) . short_daily_position_limit (integer) . long_real_position_limit (integer) . short_real_position_limit (integer) } (object) required |
| derivatives/post_rest_v2_firm_product_limit_batch | Set position limits for multiple products. | data: { . firm_uuid (string) . firm_product_limits_requests (array) } (object) required |
| derivatives/post_rest_v2_firm_product_limit_remove | Removes any product level limit for a specific firm and product | data: { . firm_uuid (string) . product_code (string) } (object) required |
| derivatives/get_rest_v2_firm_product_limit_by_firm_uuid | Gets product limits for a specific firm and optional product combination. | firm_uuid (string) required product_code (string) |
| derivatives/get_rest_v2_positions | Retrieves firm-level positions for all firms you have access to | No parameters |
| derivatives/get_rest_v2_positions_by_firm_uuid | Retrieves positions for the specified firm | firm_uuid (string) required |
| derivatives/post_rest_valid_series | Retrieves valid series information for instruments based on the provided filter criteria. Returns series data including product code, expiry, contract size, trading dates, and settlement information. Allows optional filtering by product codes, symbols, instrument IDs, trading states, activation date, and expiration date. | data: { . product_codes (array) . symbols (array) . instrument_ids (array) . trading_states (array) . activation_date (string) . expiration_date (string) } (object) required |
| derivatives/custom | Call any endpoint of the connected service while reusing the connection auth. Pass the full URL as _url. Other reserved keys: _method, _query, _body, _headers. Remaining params flow naturally — empty → GET, non-empty → POST JSON body. | _url (string) required _method (string) _query (object) _body _headers (object) |